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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
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Why Shares of Tencent, PDD, and Futu Are Rising Today
September 19, 2024
Tickers
FUTU
PDD
TCEHY
Tags
Market News
TCEHY
FUTU
From
Motley Fool
EXCLUSIVE: Tencent Leverages AI To 'Enhance Ad Targeting Precision,' Says Expert
September 16, 2024
Tickers
AI
ASIA
BABA
BABAF
Tags
artificial intelligence
Martin Lau
TikTok
From
Benzinga
Consumer Tech News (Sep 8-Sep 14): Gaming Industry Biggies Facing Accusations For Decieving Players, Apple Launches iPhone 16 & More
September 15, 2024
Tickers
AAPL
ARM
DIS
EA
Tags
TTWO
TCEHY
INTC
From
Benzinga
Activision Blizzard Mobile Games Face Cuts After Microsoft's Latest Round Of Layoffs: What Went Wrong With Warzone Mobile?
September 13, 2024
Tickers
MSFT
NEWS
TCEHY
Tags
gaming
Activision Blizzard
General
From
Benzinga
Epic, EA, Ubisoft Face Accusations Of Deceit Over In-Game Purchases – EU Complaint Filed
September 12, 2024
Tickers
EA
MSFT
NEWS
RBLX
Tags
UBSFF
Gaming
EA
From
Benzinga
Alibaba Launches Cainiao Next-Day Delivery In Europe, Plans Global E-Commerce Hubs
September 12, 2024
Tickers
BABA
MPNGF
MPNGY
NEWS
Tags
MPNGY
Benzinga
Government
From
Benzinga
EXCLUSIVE: AI In China — The Sleeping Giant Awakens? KraneShares Strategist Says We Should Be Paying Attention
September 11, 2024
Tickers
AI
ASIA
BABA
BABAF
Tags
Tech
XIACF
Trading Ideas
From
Benzinga
Ubisoft Is 'Mismanaged, Shareholders Are Hostages': Investor Demands Video Game Company Go Private After Stock Drop
September 10, 2024
Tickers
NEWS
TCEHY
UBSFF
Tags
TCEHY
Star Wars
video games
From
Benzinga
Alibaba Joins China's Stock Connect, Eyes Billions In Investment Boost
September 09, 2024
Tickers
BABA
NEWS
PNQI
TCEHY
Tags
AI Generated
BABA
TCEHY
From
Benzinga
Roblox Targets 1B Users, Boosting Growth Through Apple, Alphabet, and Shopify Collaborations
September 09, 2024
Tickers
AAPL
GOOG
GOOGL
NEWS
Tags
VO
Benzinga
AAPL
From
Benzinga
China's Markets Still Manage To Get Nvidia AI Chips Via Smuggling: Report
September 06, 2024
Tickers
BABA
BIDU
NEWS
NVDA
Tags
Briefs
Stories That Matter
Tech
From
Benzinga
Alibaba's E-Commerce Platforms Now Accept WeChat Payments, Aiming for Market Expansion in China
September 05, 2024
Tickers
AIQ
AVEM
BABA
NEWS
Tags
Benzinga
Stories That Matter
Briefs
From
Benzinga
Nvidia Maintains AI Chip Dominance as Huawei Struggles to Compete: Report
September 03, 2024
Tickers
BIDU
IWF
NEWS
NVDA
Tags
VGT
AI Generated
IWF
From
Benzinga
Baidu's Stock Is Down Nearly 30% in 2024. Is It a Value Play?
August 27, 2024
Tickers
BABA
BIDU
IQ
TCEHY
Tags
BABA
BIDU
TCEHY
From
Motley Fool
Despite US Limits On China's Access To Nvidia Chips, Tech Titans Like Alibaba And Tencent Ramp Up AI Investments
August 26, 2024
Tickers
ASIA
BABA
BIDU
NEWS
Tags
BIDU
Benzinga
Stories That Matter
From
Benzinga
Nvidia Tech Fuels Chinese AI Growth Overseas, Alibaba Ramps Up $7B Investment
August 26, 2024
Tickers
AMZN
BABA
BIDU
GOOG
Tags
BIDU
Benzinga
META
From
Benzinga
Alibaba Opens Doors For Mainland Investments, Shifts Listing Status In Hong Kong — Fund Manager Says, It Will Bring A 'Tailwind' To Shares
August 22, 2024
Tickers
ASIA
BABA
JD
NEWS
Tags
Markets
JD
Equities
From
Benzinga
Chinese Tech Giants Alibaba And Tencent Ramp Up AI Investments, With Nearly A Third Of Deals Since 2023 Aimed At AI Startups
August 21, 2024
Tickers
ASIA
BABA
META
NEWS
Tags
META
Tech
Markets
From
Benzinga
Why Tencent Fell Over 5% Today
August 14, 2024
Tickers
TCEHY
Tags
Recent Press Releases
TCEHY
Market News
From
Motley Fool
Tencent (TCEHY) Q2 2024 Earnings Call Transcript
August 14, 2024
Tickers
TCEHY
Tags
TCEHY
Recent Press Releases
Market News
From
Motley Fool
3 China Stocks to Buy on the Dip August 2024
August 14, 2024
Tickers
BABA
JD
TCEHY
Tags
JD
NYSE:BABA,NASDAQ:JD,OTC:TCEHY
Market News
From
InvestorPlace
China's Low Consumer Confidence Creates Panic Among Global Giants: 'We Don't Know How Long It Will Take...'
August 12, 2024
Tickers
BABA
JD
NEWS
OR
Tags
BABA
TCEHY
Economics
From
Benzinga
Alibaba Leads Chinese Tech Giants in Boosting Shareholder Returns, But Economic Challenges Loom: Report
August 09, 2024
Tickers
BABA
JD
NEWS
TCEHY
Tags
Stock Battles
Briefs
JD
From
Benzinga
Forget Nvidia: Billionaires Are Scooping Up Bargains in This $6.5 Trillion Market
August 08, 2024
Tickers
BABA
BEKE
BIDU
JD
Tags
BIDU
MPNGF
WMT
From
Motley Fool
The 3 Best Esports Stocks to Buy in August 2024
August 07, 2024
Tickers
HUYA
SE
TCEHY
Tags
Stocks to Buy
TCEHY
HUYA
From
InvestorPlace
Apple Cracks Down On Tencent And ByteDance Over 30% App Store Fees, Threatens To Reject Essential Updates Following Sales Decline In China: Report
August 02, 2024
Tickers
AAPL
NEWS
TCEHY
TECH
Tags
Global
TCEHY
China
From
Benzinga
Nvidia Stock Alert: NVDA Is a Strong Buy Amid AI Surge and Strategic Expansions
July 30, 2024
Tickers
AMD
AMZN
CSCO
GWLLF
Tags
AMZN
CSCO
MSFT
From
InvestorPlace
Is AI In Gaming Overhyped? Cloud Executive For Tech Giant Weighs In: 'Large-Scale Application Will Still Take Some Time'
July 30, 2024
Tickers
NEWS
NVDA
TCEHY
TECH
Tags
Shanghai
TCEHY
Tech
From
Benzinga
3 China Stocks to Buy on the Dip: July 2024
July 25, 2024
Tickers
BABA
TCEHY
YUMC
Tags
NYSE:BABA,NYSE:YUMC,OTCMKTS:TCEHY
Market News
YUMC
From
InvestorPlace
Mark Zuckerberg Family Office-Backed Google Translate Rival DeepL Expands Language Offerings With Traditional Chinese Targeting Baidu, Tencent
July 24, 2024
Tickers
BIDU
GOOG
GOOGL
META
Tags
GOOG
taiwan
ONEI
From
Benzinga
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